Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.5B
AUM Growth
+$4.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,765
New
Increased
Reduced
Closed

Top Buys

1
+$212M
2
+$122M
3
+$114M
4
KNO
AXS Knowledge Leaders ETF
KNO
+$102M
5
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$63.9M

Top Sells

1
+$97.5M
2
+$73.5M
3
+$41.1M
4
NVDA icon
NVIDIA
NVDA
+$33.7M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$26.3M

Sector Composition

1 Technology 11.86%
2 Financials 5.76%
3 Healthcare 4.5%
4 Industrials 4.06%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$313K ﹤0.01%
1,312
+133
2127
$312K ﹤0.01%
23,350
-2,270
2128
$312K ﹤0.01%
12,001
+1,728
2129
$312K ﹤0.01%
2,717
+312
2130
$312K ﹤0.01%
8,590
+1,441
2131
$312K ﹤0.01%
7,996
+1,451
2132
$311K ﹤0.01%
12,759
-3,049
2133
$311K ﹤0.01%
+7,773
2134
$310K ﹤0.01%
20,534
+230
2135
$310K ﹤0.01%
8,755
-937
2136
$310K ﹤0.01%
2,532
+655
2137
$310K ﹤0.01%
4,297
+1,198
2138
$310K ﹤0.01%
2,035
+321
2139
$310K ﹤0.01%
3,664
+111
2140
$309K ﹤0.01%
8,756
-595
2141
$309K ﹤0.01%
21,953
-3,367
2142
$309K ﹤0.01%
3,562
-40
2143
$309K ﹤0.01%
4,927
2144
$307K ﹤0.01%
17,642
+1,433
2145
$307K ﹤0.01%
16,489
+3,237
2146
$306K ﹤0.01%
2,658
-15
2147
$305K ﹤0.01%
7,174
-1,429
2148
$304K ﹤0.01%
+5,415
2149
$304K ﹤0.01%
2,364
+537
2150
$303K ﹤0.01%
13,719
84 85
86
87 88